Selling Cash-Secured Puts for Income or Stock Acquisition

(Originally aired on March 28, 2023)

Selling cash-secured puts is an options strategy that involves an obligation to buy stock at a set price for a fixed time period in exchange for a premium. It has traditionally been used as a potential income strategy or as a way to potentially acquire shares. Join us as we discuss how some advisors tend to approach this strategy and utilize it for their clients. This informative webcast can help you:

• Evaluate the potential benefits and risks of selling cash-secured puts.
• Develop guidelines for selecting candidates, entry criteria and trade management.
• Differentiate strategy considerations between selling puts for income versus potential stock acquisition.

Continuing Education (CE) Credit: 1 CERTIFIED FINANCIAL PLANNER™ (CFP™) CE credit. 1 CIMA®, CPWA®, CIS^sm and RMA^sm CE credit.

Note: CE credits are not available when accessing the webcast through the replay link. You must attend the live webcast to be eligible for the CE credits.

Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options. Please read the options disclosure document titled "Characteristics and Risks of Standardized Options". Supporting documentation for any claims or statistical information is available upon request. Investing involves risks, including loss of principal. The cash secured put strategy risks purchasing the corresponding stock at the strike price when the market price of the stock will likely be lower.